Filed January 6, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CLARK NUBER1+ years Service code 10 · EIN 91-1194016 | Accounting | $11,437 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,425 | $88,324-37.2% | $115,037-51.8% | $55,191+0.4% |
| Participation rate | 88.0% | 72.5%+15.5pp | 81.4%+6.6pp | 69.2%+18.8pp |
| Annual return | 2.05% | 6.30%-4.2pp | 26.14%-24.1pp | 10.78%-8.7pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,285 | $5,042+24.6% | $6,026+4.3% | $3,046+106.3% |
| Admin fee / account holder | $24 | $105-77.4% | $8,175-99.7% | $91-73.7% |